Johannesburg Stock Exchange (JSE)

My stock picks for 2022

Find out πŸ‘‡πŸ½
1/
Prosus N.V ( $PRX )

β€’ Current Price: R1363
β€’ Dividend Yield: 0.18%

β€’ Current Ratio: 3.12
β€’ P/E ratio: 8
2/
Sibanye Stillwater ( $SSW )

β€’ Current Price: R56.22
β€’ Dividend Yield: 11%

β€’ Current Ratio: 2.7
β€’ P/E ratio: 4
3/
Stor-age Property REIT ( $SSS )

β€’ Current Price: R14.97
β€’ Dividend Yield: 7.3%

β€’ Current Ratio: 0.22
β€’ P/E ratio: 7
4/
Lewis Group ( $LEW )

β€’ Current Price: R47.57
β€’ Dividend Yield: 8.2%

β€’ Current Ratio: 3.4
β€’ P/E ratio: 7
For a fully detailed analysis on each company, I’d recommend spending some time watching this πŸ‘‡πŸ½

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P/E ratio of Prosus is 25

Thanks to @Kyle_w_harrison for spotting it.

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More from @talkcentss

Jan 18,
The Secrets Traders Don’t Want You To Know.

(thread)πŸ‘‡πŸ½ Image
β€’ Glossary

Bull (ish) = Price is rising
Bear (ish) = Price is falling Image
β€’ Chart Types

- Candlestick
- Line
- Bar

There are more,
but these 3 are common.

We’ll be focusing on candlesticks in this thread, as it is the most important and the easiest one to trade. Image
Read 17 tweets
Dec 1, 2021
What is a Dividend Yield?

Let’s learn πŸ‘‡πŸ½ Image
1/
How to work it out

DY = annual dividend / price per share.

For example:

Company A’s share price = R50
Annual dividend = R6.50

Dividend yield =
R6.50 Γ· R50 = 0.13 x100

DY= 13% Image
2/
Why is this important?

You can workout how long it will take you to get your initial investment paid back to you.

The higher the dividend yield, the quicker it takes.

Let’s assume no reinvesting, which if the price is lower - you should.

Example: πŸ‘‡πŸ½
Read 11 tweets
Sep 7, 2021
Alibaba as an Investment Case

β€’ What they do
β€’ Revenue Breakdown
β€’ Competitive advantage
β€’ Whose buying the stock
β€’ Risks of buying Alibaba
β€’ Valuation

- Thread -
1/
Alibaba Group was established in 1999 by 18 people led by Jack Ma, a former English teacher from Hangzhou, China.

This Chinese multinational technology company that specializes in e-commerce and retail internet has built their business around the iron triangle.
2/
The Iron Triangle

Before we take a deep dive into understanding this triangle, we need to have a look at the core businesses of Alibaba first
Read 28 tweets
Sep 6, 2021
Here is the story of how I lost $500

The dark side of an unregulated NFT/Crypto Market.

- thread - Image
1/
The craze begins with FOMO, those restless nights tossing and turning thinking everyone is getting rich but me.
2/
All these new twitter accounts talking about their new shiny NFTs, and how they went from $1000 to $1million in less than a few months.

Exacerbated by……
Read 17 tweets
Sep 6, 2021
Money Metaphors

Money Makes the world go around

- thread - Image
1/
Investing is a marathon not a sprint

Translation,
investing takes time, don’t be in a rush to get rich quick. Image
2/
Liquidity is like oxygen,
you don’t notice that you need it until is not there.

Translation,
having cash available is important to be able to cover emergencies, or to be able to take advantage of market sell offs. Image
Read 14 tweets
Aug 27, 2021
Sibanye-Stillwater ( $SSW )

Why I continue to buy the stock

2021 (6 month Financials)πŸ‘‡πŸ½

- Thread -
1/
Safety Framework

It’s difficult to ever go with no accidents, it is part of the industry, but let’s see how this translates into numbers.
2/
Revenue

(Up to June 30th, 2021)

Diversified like this:

1. 48% = SA PGM
2. 22% = SA Gold
3. 17% = US PGM
4. 13% = PGM recycling

PGM = Platinum Group Metals

*The red line indicates debt.
Debt is going down while revenue is going up.

#markets
Read 22 tweets

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